| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 277 | 2,159,414 | VOO, BOND, IVV, TOTL | 13F-HR | 10/22/2026 | 000185991826000008 |
| Q2 2026 | 289 | 2,080,711 | VOO, BOND, IVV, TOTL | 13F-HR | 7/15/2026 | 000185991826000006 |
| Q1 2026 | 267 | 1,891,534 | BOND, VOO, TOTL, IVV | 13F-HR | 4/17/2026 | 000185991826000004 |
| Q4 2025 | 319 | 1,896,413 | BOND, VOO, TOTL, IVV | 13F-HR | 1/23/2026 | 000185991826000003 |
| Q3 2025 | 330 | 1,830,940 | BOND, VOO, TOTL, IVV | 13F-HR | 10/21/2025 | 000185991825000003 |
| Q2 2025 | 318 | 1,720,225 | VEA, BOND, VOO, TOTL | 13F-HR | 7/23/2025 | 000108514625004073 |
| Q1 2025 | 316 | 1,599,621 | BOND, VEA, TOTL, VOO | 13F-HR | 5/2/2025 | 000108514625002539 |
| Q4 2024 | 320 | 1,529,087 | BOND, VEA, VOO, TOTL | 13F-HR | 1/27/2025 | 000108514625000511 |
| Q3 2024 | 304 | 1,523,204 | BOND, VEA, TOTL, VOO | 13F-HR | 10/23/2024 | 000108514624005077 |
| Q2 2024 | 299 | 1,381,920 | BOND, VEA, TOTL, VOO | 13F-HR | 8/2/2024 | 000108514624003441 |
| Q1 2024 | 294 | 1,311,143 | BOND, VEA, TOTL, VOO | 13F-HR | 5/7/2024 | 000108514624002299 |
| Q4 2023 | 287 | 1,194,665 | BOND, VEA, TOTL, VOO | 13F-HR | 1/17/2024 | 000108514624000265 |
| Q3 2023 | 276 | 1,066,818 | BOND, VEA, TOTL, VOO | 13F-HR | 10/23/2023 | 000108514623003845 |
| Q2 2023 | 239 | 812,093 | VEA, VOO, IVV, VWO | 13F-HR | 7/13/2023 | 000108514623002674 |
| Q1 2023 | 234 | 731,151 | VEA, VOO, IVV, VWO | 13F-HR | 4/25/2023 | 000108514623001870 |
| Q4 2022 | 267 | 645,036 | VEA, VOO, BND, IVV | 13F-HR | 2/14/2023 | 000139834423003226 |
| Q3 2022 | 209 | 542,057 | VEA, VOO, BND, VNQ | 13F-HR | 11/8/2022 | 000139834422021633 |
| Q2 2022 | 216 | 547,527 | VEA, VOO, BND, VNQ | 13F-HR | 8/10/2022 | 000139834422015243 |
| Q1 2022 | 215 | 581,157 | VEA, VOO, VNQ, BND | 13F-HR | 5/9/2022 | 000139834422008986 |
| Q4 2021 | 222 | 558,387 | VEA, VOO, VNQ, BND | 13F-HR | 2/2/2022 | 000139834422001811 |
| Q3 2021 | 216 | 509,492 | VEA, VOO, BND, VNQ | 13F-HR | 11/2/2021 | 000139834421020794 |
| Q2 2021 | 206 | 484,801 | VEA, VOO, AMLP, BND | 13F-HR | 7/22/2021 | 000139834421014672 |
| Q1 2021 | 200 | 402,425 | VEA, VOO, IVV, VNQ | 13F-HR | 5/17/2021 | 000139834421011002 |
| Q4 2020 | 186 | 365,773 | VEA, VOO, IVV, BND | 13F-HR | 5/17/2021 | 000139834421010988 |
1 security where the latest filing since 12/18/2024 is a 13G, filed 5/9/2025. View all